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ENTITY
SUMCO Corp

SUMCO Corp (3436 JP)

156
Analysis
Information TechnologyJapan
SUMCO Corporation manufactures silicon wafers for the semiconductor industry. The Company produces silicon wafers used to produce solar batteries as well as ultra-high purity quartz used to produce vessels for silicon manufacturing process. SUMCO markets its products worldwide.
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20 Nov 2019 07:10

Silicon Wafers Q3 2019. LTAs & Joint Investments Are Fixing Some Problems But Creating Others

Long Term Agreements (LTAs) signed as silicon wafer shortages worsened back in late 2017 have thus far helped wafer manufacturers survive the worst...

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12 Nov 2019 08:52

Japan Shorts - Nissan Motor, Itochu, Asahi Kasei Most Shorted

The short notional in the market for the week ended 8 November is US$26.30bn (down by US$340m) with the largest short positions in Itochu Corp...

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bullishSUMCO Corp
07 Nov 2019 08:35

Sumco 3Q Results: Earnings Beat Consensus; Current Valuation Provides a Good Entry Point

Sumco Corp (3436 JP)  reported its 3Q2019 results yesterday (06th November 2019) which saw revenue and operating income declining YoY as well as...

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01 Nov 2019 12:34

Developed Markets Strategy: Stick with Japan

Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...

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28 Oct 2019 07:36

Shin-Etsu: Semiconductor Silicon Segment Grows Marginally While PVC Segment Rebounds

Shin-Etsu reported its 2QFY03/2020 results on Friday (25th October) which saw both revenue and operating income declining YoY by 1.9% and 9.5%...

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